Financial Links

Altfest Personal Wealth Management is a registered investment advisor firm located in New York. We’ve provided these financial links and information as a resource for financial and investment planning. As such, we do not necessarily endorse these third party websites, but rather provide them as a resource. Use your personal discretion when visiting these other websites and before ever purchasing any products or services.

National Association of Personal Financial Advisors – Official website of the National Association of Personal Financial Advisors (NAPFA)

 

Other NAPFA Fee Only Financial Advisors Around The Country:

Zynergy Retirement Planning – Fee-Only Financial Planner New Jersey
Zynergy Retirement Planning is a fee-only financial planning firm in Red Bank, New Jersey.

Finacuity – Financial Advisors in Las Vegas
Finacuity is a Las Vegas based financial, investment, and retirement planning firm.

Commencement Financial Planning – CFP Certificant, Investment & Financial Advisor Seattle-Tacoma-Olympia, Washington
Commencement Financial Planning, LLC offers comprehensive fee-only financial planning and portfolio management services to individuals and families in and around Seattle-Tacoma-Olympia, Washington.

Frisco Financial Planning LLC – Greater Dallas Area Christian Financial Planner
Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Portland Financial Planning Group, LLC – Maine fee-only advisors
Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Johnston Investment Counsel
With Caterpillar in our hometown, we serve clients in Peoria, Illinois, central Illinois, nationally and internationally. JIC combines an integrated and comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. We hold the following professional designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

Sherwood Investment Services
Fiduciary, fee only financial planning, specializing in retirement planning and investment management. No commissions. Serving clients in Bellevue, Redmond WA and Seattle East-Side.

George Papadopoulos – CFP CPA Fee Only Financial Advisor Wealth Management Michigan
George Papadopoulos is a Fee-Only Certified Financial Planner CFP and CPA PFS tax expert providing completely independent wealth management services to select high net worth individuals. NAPFA member since 2001.

Phillip James Financial
We are the leading fee-only wealth management company in Minnesota. Our office is located on Main Street Maple Grove. We serve individuals and families with comprehensive financial planning, investment management, and tax preparation services. Phillip Christenson and James Sexton are the owners and financial advisors. Investing with Purpose.

Financial Symmetry – Raleigh Wealth Management Firm
An independent and employee-owned fee-only financial planning firm offering hourly financial planning, investment management and wealth management services. We help families across the triangle in North Carolina including Cary, Apex, Morrisville, and Holly Springs.

JGR Financial Solutions
Financial planning and investment management for young professionals and members of STRS Ohio.

Palermo Wealth Management – Austin and San Antonio fee-only financial advisor
Financial Services include: asset management, wealth management, retirement planning, estate planning, taxes, insurance, and investment advice. Our focus is working with young professionals.

Vintage Financial Services
Vintage Financial Services offers investment management, financial planning and tax preparation services from their offices in Ann Arbor, Michigan.

Blue Water Capital Management, LLC – Fee Only CERTIFIED FINANCIAL PLANNER™ professionals serving Holly Springs, Cary, Apex, Fuquay Varina, and Raleigh, North Carolina
Blue Water Capital Management, LLC is an independent, fee-only financial advisory firm specializing in low cost investment management, retirement planning, and financial goal planning.

Blue Water Capital Management, LLC – The Fee Only CERTIFIED FINANCIAL PLANNER™ professionals of Blue Water Capital Management, LLC serve San Diego and Southern California
Blue Water is an independent, fee-only financial advisory firm in San Diego, California. We specialize in retirement planning, financial goal planning, and low cost investment management.

The Scarsdale Investment Group Ltd. – NAPFA Fee-Only financial advisor specializing in high quality all-bond portfolios
The Scarsdale Investment Group Ltd. is a fee only financial advisor that designs and implements all-bond portfolios for individual investors nationwide that provide secure investment growth.

Broussard Financial Group, LLC – Fee-Only Financial Planner in Lafayette Louisiana serving the entire Gulf Coast region.
specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Jerry Broussard is also a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Alpha Financial Advisors – Charlotte fee-only NAPFA Registered
Alpha Financial Advisors is a fee-only, independent financial planning and investment advisory firm based in Charlotte, North Carolina. As comprehensive financial planners, we create a customized plan that will help you achieve your goals and address your needs. www.alphafa.com

TABR Capital Management – Fee Only Financial Planners in Orange County, CA
Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.

Wealth Engineering, LLC – Fee Only CFP® Financial Advisor and Retirement Planner in Scottsdale and Phoenix Arizona
Dave Fernandez, Certified Financial Planner™, of Wealth Engineering, LLC, provides investment management, retirement planning and financial planning.

Continuum Wealth Management – CFP Financial Advisors in Scottsdale and Phoenix
An investment management and retirement planning firm providing wealth management services on a fee only, fiduciary basis.

Bergland Wealth Management – Jackson Mississippi NAPFA Fee-Only Fiduciary and Certified Financial Planner
Bergland Wealth Management is an independent Registered Investment Advisory firm offering Fee-Only, fiduciary, comprehensive financial planning. Our office is located in Ridgeland, MS, north of Jackson near Madison and Brandon. www.BerglandWealth.com

YDream Financial Services – Fee-only and NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional (CFP™), CPA and wealth manager in Canton, Michigan and Brentwood, Tennessee
YDream Financial Services helps entrepreneurs, professionals and their families reach their dreams and enjoy financial peace of mind through personalized financial plans and client-first wealth management techniques.

Trinity Wealth Management – Customized Personal Financial Planning to Help Meet Your Financial Goals and Needs
Brent Dickerson, CFP® EA, provides fiduciary investment management, comprehensive financial planning, retirement plan services, and tax preparation and representation to clients. Trinity Wealth Management helps clients in Lubbock, Amarillo, and the surrounding areas of Texas, as well as, in Painesville, Mentor, and all of northeast Ohio.

Yardley Wealth Management, LLC – CFP® Independent Fee Only Financial Planning and Investment Management firm in Newtown, Pennsylvania
Yardley Wealth Management, LLC is an independent Financial Advisor firm that provides Fee-Only CFP (R) financial planning services and investment management in Newtown, PA. –

Springwater Wealth Management – Independent Fee-Only CERTIFIED FINANCIAL PLANNER™ in Portland, Oregon and Santa Cruz, California
Springwater Wealth Management is an independent, fee-only registered investment advisor offering integrated financial and retirement planning and investment management services in Portland, Oregon and Santa Cruz, California.

Fisher Financial Strategies – Fee-Only Independent CERTIFIED FINANCIAL PLANNER™ Professional in Cambridge, MA and Boston, MA:
Fisher Financial Strategies offers comprehensive, independent financial advice to clients from all walks of life on a fee-only, hourly basis.

Quinn Financial Planning LLC – Fee-Only CFP CPA in Orland Park, IL, Scottsdale, AZ and Chandler, AZ.
Quinn Financial Planning LLC is a fiduciary for their clients, specializing in investment management, retirement, tax and estate planning services.